Invesco Wholesale Australian Share Fund - Class M

As at 31 May 2025

Overview Related features and literature

Fund goals

The Fund aims to provide investors with long term capital growth and some distributions by investing in larger capitalisation securities listed on the Australian share market.

Fund strategy

The Fund is managed by the Invesco Australian Equities team in Melbourne using its proprietary quantitative approach. This approach is overlaid by fundamental and behavioural stock insights, via a bottom-up stock selection, to identify attractive/ unattractive stocks. The team distils down from a universe of stocks with a minimum market cap of A$100m to construct a final portfolio of between 60-110 stocks.

Investor eligibility

This unit class of the Fund is restricted to the following applicants:

  • investment platform; and
  • wholesale investors - applicants that qualify under Section 761G(7) of the Corporations Act.

Disclosure documentation

A Product Disclosure Statement is available on request from clientservices.au@invesco.com

Key facts
  • Asset class
    Australian equities
  • Benchmark
    S&P/ASX 300 Accumulation Index
  • Name of investment team
    Invesco Quantitative Strategies
  • Fund inception
    Nov 2020
  • Fund size
    $378 million
  • Investment approach
    Style-neutral, quantitative*
  • Time Horizon
    7 years
Key details
  • Account period ends
    June
  • APIR code
    GTU0133AU
  • Distribution frequency
    Half-yearly
  • Unit prices updated
    Daily
Fund managers

View bio

André Roberts

Senior Portfolio Manager - IQS Australian Equities

Investment experience: 32 Years

Investment responsibility: Portfolio management

View bio

Neil Lahy

Senior Portfolio Manager - IQS Australian Equities

Investment experience: 36 Years

Investment responsibility: Portfolio management

View bio

Ritchard Longmire

Senior Portfolio Manager - IQS Australian Equities

Investment experience: 27 Years

Investment responsibility: Portfolio management

View bio

Nicole Schnuderl

Senior Portfolio Manager - IQS Australian Equities

Investment experience: 19 Years

Investment responsibility: Portfolio management

View bio

Richard CJ Tsai

Portfolio Manager - Invesco Quantitative Strategies

Investment experience: 25 Years

Investment responsibility: Portfolio management

*The Invesco Wholesale Australian Share Fund changed its investment approach from a bottom up, fundamental style in February 2013.

This website is maintained by Invesco Australia Limited (Invesco) ABN 48 001 693 232 Australian Financial Services Licence number 239916, who can be contacted on freecall 1800 813 500, by email to clientservices.au@invesco.com, or by writing to GPO Box 231, Melbourne VIC 3001 Australia.

The information displayed on this site does not take into account any investor’s investment objectives, financial situation or particular needs. Before acting on the information the investor should consider its appropriateness having regard to their investment objectives, financial situation and needs. By using this website you agree to and acknowledge the Terms & Conditions.

The views contained shown on this website are those of the author and are based on information known at the time of publication.

You should note that this information:
•  may contain references to dollar amounts which are not Australian dollars;
•  may contain financial information which is not prepared in accordance with Australian law or practices;
•  may not address risks associated with investment in foreign currency denominated investments; and
•  does not address Australian tax issues.

©2023 Invesco Australia Ltd. All rights reserved. You may only reproduce, circulate and use this document (or any part of it) with the consent of Invesco.